Stephen HOTZ signed Watauga Orthopaedics, PLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Watauga Orthopaedics, PLC's EIN is 62-1586264.
Download the official 2024 Form 5500 (PDF) for Watauga Orthopaedics, PLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Watauga Orthopaedics, PLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PURSHE KAPLAN STERLING INV | 13-3749682 | — | ADVISOR | $66K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $8.8M | 24.4% | |
| Fidelity Advisor Freedom 2045 Z | Mutual Funds | — | — | $4.5M | 12.5% | |
| Fidelity Advisor Freedom 2035 Z | Mutual Funds | — | — | $3.8M | 10.5% | |
| Fidelity Advisor Freedom 2050 Z | Mutual Funds | — | — | $2.8M | 7.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.3M | 6.5% | |
| Fidelity Advisor Freedom 2040 Z | Mutual Funds | — | — | $2.2M | 6.1% | |
| Fidelity Advisor Freedom 2030 Z | Mutual Funds | — | — | $1.5M | 4.3% | |
| Fidelity Advisor Freedom 2025 Z | Mutual Funds | — | — | $1.3M | 3.8% | |
| Fidelity Advisor Freedom 2055 Z | Mutual Funds | — | — | $932K | 2.6% | |
| Loomis Sayles Core Plus Bond | Other securities | — | — | $750K | 2.1% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $728K | 2.0% | |
| Ivy Science and Technology Fund Class R6 | Other securities | — | — | $715K | 2.0% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $572K | 1.6% | |
| Fidelity Advisor Freedom 2060 Z | Mutual Funds | — | — | $503K | 1.4% | |
| Fidelity Advisor Health Care Z | Mutual Funds | — | — | $498K | 1.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $475K | 1.3% | |
| Alliance Bernstein Global Bond Adv | Other securities | — | — | $431K | 1.2% | |
| Fidelity International Index | Mutual Funds | — | — | $404K | 1.1% | |
| Fidelity Advisor Real Estate Z | Mutual Funds | — | — | $306K | 0.9% | |
| Fidelity Advisor Energy Fund Class Z | Mutual Funds | — | — | $296K | 0.8% | |
| Fidelity Advisor Freedom 2065 Z | Mutual Funds | — | — | $292K | 0.8% | |
| Fidelity Advisor Freedom 2020 Z | Mutual Funds | — | — | $279K | 0.8% | |
| Morgan Stanley Institutional Growth I | Other securities | — | — | $240K | 0.7% | |
| Invesco Diversified Dividend Y | Mutual Funds | — | — | $170K | 0.5% | |
| Alliance Bernstein High Income Adv | Other securities | — | — | $152K | 0.4% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $134K | 0.4% | |
| Blackrock High Yield Bond Inst ** 757 PGIM Jennison Utility Fund | Other securities | — | — | $105K | 0.3% | |
| Franklin Templeton Income Adv | Mutual Funds | — | — | $86K | 0.2% | |
| Thornburg Global Opportunities R5 | Other securities | — | — | $80K | 0.2% | |
| Janus Henderson Enterprise Fund T | Mutual Funds | — | — | $77K | 0.2% | |
| Fidelity Government Money Market K6 | Mutual Funds | — | — | $62K | 0.2% | |
| American Funds New World Fund R5E | Mutual Funds | — | — | $46K | 0.1% | |
| Fidelity Advisor International Growth Z | Mutual Funds | — | — | $44K | 0.1% | |
| Lazard International Strategic Equity | Other securities | — | — | $40K | 0.1% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $22K | <0.1% | |
| JP Morgan US Research Enhance Fund | Other securities | — | — | $19K | <0.1% | |
| Fidelity Advisor Materials Fund Z | Mutual Funds | — | — | $11K | <0.1% | |
| First Eagle Gold Fund Class R6 | Other securities | — | — | $8K | <0.1% | |
| Victory RS Small Cap Growth | Other securities | — | — | $6K | <0.1% | |
| Fidelity Advisor Freedom Income Fund Z | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
